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Tips for Choosing a Financial Planner

To start us off, we need to mention the fact that financial planners actually assume varied titles and these are such as where you will find them going by the references such as financial advisors, financial consultants, investment advisors and such like titles. On top of this, you need to be aware of the fact that the financial planners can as well be as varied in so far as their training, qualifications and experience go. However most of them have taken and passed various examinations and courses relevant to financial planning and as such hold designations as given by the examining bodies or regulators in the industry. There are as well some of them who have been licensed by the securities regulators to sell investments and or provide investment advice. Some are further licensed to sell insurance and have with them designations allowing them to practice accountancy and estate planning. Looking at all these, it is as such a fact that when it comes to the choice of a financial planner, you need to have some things pondered over and well thought out. These happen to be as we have taken a mention of under.

Top in this is the need to be as clear on your financial goals and needs. You need to ensure that you pick one who will be suitable enough to meet your goals and needs. In this respect, should your interest be in finding the best tips in so far as investment advice goes, then you need to ensure that you are dealing with a financial planner who is registered with the state’s securities agency or regulator. On the other hand if your interest is in insurance, then you need to find one who is licensed for insurance advice.

Where you happen to have some referrals from friends and relatives, workmates and acquaintances, this will be a great boost to your search but you need to make sure that you have this backed by taking a preview as well to their qualifications as well. Ensure that you have verified their credentials and call their professional associations to confirm if at all there is any complaint or disciplinary action taken or pending against the potential candidates. You can as well use the databases from the securities commission to tell more on their qualifications.

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